MAI Capital Management’s ExxonMobil XOM Stock Holding History

MAI Capital Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	2051
2025 Q4	–	Hold	0	–	–	–	2029
2025 Q3	–	Hold	0	–	–	–	1768
2025 Q2	–	Hold	0	–	–	–	1714
2025 Q1	–	Hold	0	–	–	–	1560
2024 Q4	–	Hold	0	–	–	–	1630
2020 Q2	–	Sell	-15,300	Closed	-$581K	–	575
2020 Q1	$581K	Buy	+15,300	New	+$845K	0.02%	341

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MAI Capital Management's XOM Position: Q1 2026 in Review

MAI Capital Management increased its ExxonMobil (XOM) stake by 0.62% in Q1 2026, buying an estimated $505K and bringing the position to 559,821 shares worth $95M. The position accounts for 0.54% of the portfolio, ranked #38.

MAI Capital Management first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

MAI Capital Management held 559,821 shares of ExxonMobil worth $95M as of Q1 2026.
MAI Capital Management bought 3,462 ExxonMobil shares in Q1 2026, an estimated $505K.
ExxonMobil made up 0.54% of MAI Capital Management's portfolio in Q1 2026, its #38 holding.
MAI Capital Management first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.